DLG

Daniel L. Goodwin’s Morgan Stanley MS Stock Holding History

Daniel L. Goodwin’s Portfolio MS Stock Details MS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.8M	Hold	22,000	–	–	0.87%	18
2023 Q2	$1.88M	Hold	22,000	–	–	0.9%	17
2023 Q1	$1.93M	Hold	22,000	–	–	0.98%	15
2022 Q4	$1.87M	Hold	22,000	–	–	0.95%	15
2022 Q3	$1.74M	Hold	22,000	–	–	1%	18
2022 Q2	$1.67M	Hold	22,000	–	–	0.92%	19
2022 Q1	$1.92M	Hold	22,000	–	–	0.83%	20
2021 Q4	$2.16M	Hold	22,000	–	–	0.95%	18
2021 Q3	$2.14M	Hold	22,000	–	–	0.99%	17
2021 Q2	$2.02M	Hold	22,000	–	–	0.96%	19
2021 Q1	$1.71M	Hold	22,000	–	–	0.89%	22
2020 Q4	$1.51M	Hold	22,000	–	–	0.89%	22
2020 Q3	$1.06M	Hold	22,000	–	–	0.75%	28
2020 Q2	$1.06M	Hold	22,000	–	–	0.67%	29
2020 Q1	$748K	Hold	22,000	–	–	0.6%	35
2019 Q4	$1.13M	Hold	22,000	–	–	0.49%	28
2019 Q3	$938K	Hold	22,000	–	–	0.43%	33
2019 Q2	$964K	Hold	22,000	–	–	0.44%	34
2019 Q1	$928K	Hold	22,000	–	–	0.43%	34
2018 Q4	$872K	Hold	22,000	–	–	0.46%	31
2018 Q3	$1.03M	Hold	22,000	–	–	0.49%	30
2018 Q2	$1.04M	Hold	22,000	–	–	0.48%	26
2018 Q1	$1.19M	Hold	22,000	–	–	0.58%	20
2017 Q4	$1.15M	Hold	22,000	–	–	0.5%	24
2017 Q3	$1.06M	Hold	22,000	–	–	0.47%	26
2017 Q2	$980K	Hold	22,000	–	–	0.44%	32
2017 Q1	$942K	Hold	22,000	–	–	0.39%	32
2016 Q4	$930K	Hold	22,000	–	–	0.37%	32
2016 Q3	$705K	Hold	22,000	–	–	0.25%	44
2016 Q2	$572K	Hold	22,000	–	–	0.19%	50
2016 Q1	$550K	Hold	22,000	–	–	0.13%	53
2015 Q4	$700K	Hold	22,000	–	–	0.17%	44
2015 Q3	$693K	Hold	22,000	–	–	0.19%	41
2015 Q2	$853K	Hold	22,000	–	–	0.22%	31
2015 Q1	$785K	Hold	22,000	–	–	0.17%	39
2014 Q4	$854K	Hold	22,000	–	–	0.15%	46
2014 Q3	$761K	Hold	22,000	–	–	0.17%	46
2014 Q2	$711K	Hold	22,000	–	–	0.13%	51
2014 Q1	$686K	Hold	22,000	–	–	0.12%	54
2013 Q4	$690K	Hold	22,000	–	–	0.13%	53
2013 Q3	$593K	Hold	22,000	–	–	0.12%	60
2013 Q2	$537K	Buy	+22,000	New	+$537K	0.1%	59